Autotask Toolkit

v 2.13.2 PROD

Strippenkaart t.b.v. service & beheer Closed

📁 SharePoint-folder

Status
Closed
Stage
Stage 5 Closed - WON
Win reason
Klant
Kunst Centraal (3981PA48)
Aangemaakt
2020-09-21
Gesloten
2020-10-05

Beschrijving

Gesproken met Gerwin. Commitment stopt met beheren en service op de Avaya IP Office. Strippenkaart aanbieden om dit voor hun te kunnen faciliteren. Klant heeft strippenkaart ondertekend voor €500,00,- Getekende offerte staat op Sharepoint.

Primary quote

Naam
#508 — Strippenkaart t.b.v. service & beheer
Effectief vanaf
2020-09-20
Vervaldatum
2020-10-05

Eenmalige items (1)

# Artikel of dienst Item type Aantal
1 Service
Deze klant neemt 'beheer diensten' af van TSV.
Product 1

Notes (9)

Datum Action type Assigned to Onderwerp / inhoud
2020-10-05 General Redacted Resource (redacted) Workflow Rule "[TSV-Opp WON] Opportunity closed & WON - notify RE for KP" fired.
When an opportunity is: Edited And the following conditions are met: Opportunity Category equal to "Standaard (projecten)" Stage changed to "Stage 5 Closed - WON" Then execute the following actions: Send notification e-mail ([TSV-Opportunity] Opportunity - Stage 5 Closed (WON) aanmaken kostenplaats) to akik@tsv-groep.nl; revers@tsv-groep.nl Initiated by Thijs de Boer
2020-10-05 General Redacted Resource (redacted) Workflow Rule "[TSV-Opp WON] Opportunity closed & WON - notify project team" fired.
When an opportunity is: Edited And the following conditions are met: Opportunity Category equal to "Standaard (projecten)" Stage changed to "Stage 5 Closed - WON" Then execute the following actions: Send notification e-mail ([TSV-Opportunity] Opportunity - Stage 5 Closed (WON)) to akik@tsv-groep.nl; bsyed@tsv-groep.nl; dhammel@tsv-groep.nl; flunstroo@tsv-groep.nl Initiated by Thijs de Boer
2020-10-05 Opportunity Update Redacted Resource (redacted) Closed Date: 05-10-2020 Notified: Subject: Closed Opportunity for Kunst Centraal (3981PA48) Body:
2020-10-05 General Redacted Resource (redacted) Workflow Rule "[TSV-Opp Stage6] Opportunity ready for handover - notify project team" fired.
When an opportunity is: Edited And the following conditions are met: Opportunity Category equal to "Standaard (projecten)" Stage changed to "Stage 6 - Handover" Then execute the following actions: Send notification e-mail ([TSV-Opportunity] Opportunity - Stage 6 Handover) to akik@tsv-groep.nl; bsyed@tsv-groep.nl; dhammel@tsv-groep.nl; flunstroo@tsv-groep.nl Initiated by Thijs de Boer
2020-10-05 General Redacted Resource (redacted) Workflow Rule "[TSV-Opp WON] Opportunity closed & WON - notify RE for KP" fired.
When an opportunity is: Edited And the following conditions are met: Opportunity Category equal to "Standaard (projecten)" Stage changed to "Stage 5 Closed - WON" Then execute the following actions: Send notification e-mail ([TSV-Opportunity] Opportunity - Stage 5 Closed (WON) aanmaken kostenplaats) to akik@tsv-groep.nl; revers@tsv-groep.nl Initiated by Thijs de Boer
2020-10-05 General Redacted Resource (redacted) Workflow Rule "[TSV-Opp WON] Opportunity closed & WON - notify project team" fired.
When an opportunity is: Edited And the following conditions are met: Opportunity Category equal to "Standaard (projecten)" Stage changed to "Stage 5 Closed - WON" Then execute the following actions: Send notification e-mail ([TSV-Opportunity] Opportunity - Stage 5 Closed (WON)) to akik@tsv-groep.nl; bsyed@tsv-groep.nl; dhammel@tsv-groep.nl; flunstroo@tsv-groep.nl Initiated by Thijs de Boer
2020-10-05 Opportunity Update Redacted Resource (redacted) Opportunity: None, Strippenkaart t.b.v. service & beheerTotal Revenue=500 Probability=100% Changed Status from Stage 5 Closed - WON to Stage 6 - Handover Projected Close Date=05-10-2020 Opportunity Owner=Boer, Thijs de Status=Closed
2020-10-05 Opportunity Update Redacted Resource (redacted) Opportunity: None, Strippenkaart t.b.v. service & beheerTotal Revenue=500 Changed Probability from 75% to 100% Changed Status from Stage 2 Qualification to Stage 5 Closed - WON Changed Projected Close Date from 30-09-2020 to 05-10-2020 Opportunity Owner=Boer, Thijs de Changed Status from Active to Closed
2020-09-21 Opportunity Update Redacted Resource (redacted) New Opportunity: None, Strippenkaart t.b.v. service & beheerTotal Revenue=0 Probability=75% Sales Stage=Stage 2 Qualification Projected Close Date=30-09-2020 Opportunity Owner=Boer, Thijs de Status=Active
Volledige record uit Autotask
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  "advancedField2": 0.0,
  "advancedField3": 0.0,
  "advancedField4": 0.0,
  "advancedField5": 0.0,
  "amount": 500.0,
  "assessmentScore": null,
  "barriers": "",
  "closedDate": "2020-10-05T00:00:00.000Z",
  "companyID": 881,
  "contactID": 30684942,
  "cost": 0.0,
  "createDate": "2020-09-21T08:28:16.183Z",
  "creatorResourceID": 29682909,
  "description": "Gesproken met Gerwin.\n\n\nCommitment stopt met beheren en service op de Avaya IP Office.\nStrippenkaart aanbieden om dit voor hun te kunnen faciliteren.\n\n\nKlant heeft strippenkaart ondertekend voor €500,00,-\n\n\nGetekende offerte staat op Sharepoint.",
  "helpNeeded": "",
  "id": 540,
  "impersonatorCreatorResourceID": null,
  "lastActivity": "2020-10-05T09:32:36.943Z",
  "leadSource": null,
  "lossReason": null,
  "lossReasonDetail": "",
  "lostDate": null,
  "market": "",
  "monthlyCost": 0.0,
  "monthlyRevenue": 0.0,
  "nextStep": "",
  "onetimeCost": 0.0,
  "onetimeRevenue": 500.0,
  "opportunityCategoryID": 1,
  "organizationalLevelAssociationID": null,
  "ownerResourceID": 29682909,
  "primaryCompetitor": null,
  "probability": 100,
  "productID": 2,
  "projectedCloseDate": "2020-10-05T00:00:00.000Z",
  "promisedFulfillmentDate": null,
  "promotionName": "",
  "quarterlyCost": 0.0,
  "quarterlyRevenue": 0.0,
  "rating": 2,
  "relationshipAssessmentScore": null,
  "revenueSpread": 0,
  "revenueSpreadUnit": "",
  "salesOrderID": null,
  "salesProcessPercentComplete": null,
  "semiannualCost": 0.0,
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  "stage": 29682774,
  "startDate": "2020-09-21T00:00:00.000Z",
  "status": 3,
  "technicalAssessmentScore": null,
  "throughDate": null,
  "title": "Strippenkaart t.b.v. service & beheer",
  "totalAmountMonths": 1,
  "useQuoteTotals": true,
  "userDefinedFields": [],
  "winReason": null,
  "winReasonDetail": "",
  "yearlyCost": 0.0,
  "yearlyRevenue": 0.0
}